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Accountabilities:
- Prepare and review individual, corporate, business, and trust tax returns for HNW and UHNW clients.
- Support client engagements, analyze financial records, and coordinate with tax leadership to meet filing deadlines.
Qualifications:
- At least five years of experience with HNW/UHNW tax returns and an active CPA or EA credential.
- Strong technical proficiency, attention to detail, and excellent client communication skills.
Work Environment:
- Remote from South Florida, Monday through Friday, 9:00 a.m. to 5:00 p.m., for a seasonal engagement from January 4 through April 16, 2027.
- Collaborate with tax leadership and client success colleagues in a professional, discretion-focused setting.
Jobgether
A partner company provides accurate, personalized tax services to high-net-worth and ultra-high-net-worth individuals and businesses. The collaborative remote environment emphasizes technical expertise, discretion, and exceptional client service.